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Artificial Intelligence

Artificial intelligence covers the companies building and selling machine intelligence — the chips that train and run models, the platforms that serve them, and the applications that put them in front of users. It is the widest technology theme on the market, and spans everything from silicon foundries to consumer software.

264 stocks

Agentic AI AI Inference Silicon AI Memory & HBM AI Software & Applications Chinese AI Sovereign AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
3476	TA TMD & Associates Scottsdale, Arizona	$2.01M	+$32.7K	3	1.46%	Increased
3477	VIM Vista Investment Management Pittsburgh, Pennsylvania	$2.01M	-$47.8K	5	1.76%	Reduced
3478	MCG MACRO Consulting Group Parsippany, New Jersey	$2M	-$340K	2	1.92%	Reduced
3479	CWM Cedar Wealth Management Walnut Creek, California	$1.98M	-$186K	8	1.24%	Reduced
3480	BA Bard Associates Chicago, Illinois	$1.98M	-$10K	1	1%	Reduced
3481	WP WealthShield Partners Cary, North Carolina	$1.97M	+$323K	6	1.1%	Increased
3482	SM Southport Management Wilson, Wyoming	$1.96M	-$281K	2	9.13%	Reduced
3483	RCM Rivernorth Capital Management West Palm Beach, Florida	$1.95M	$0	1	0.13%	Maintained
3484	FSCM Front Street Capital Management Missoula, Montana	$1.94M	-$82K	1	0.51%	Reduced
3485	GS Gagnon Securities New York	$1.94M	+$275K	3	0.42%	Increased
3486	Larson Financial Group St Louis, Missouri	$1.93M	+$169K	18	1.53%	Increased
3487	SRCM Swift Run Capital Management Charlottesville, Virginia	$1.93M	-$123K	1	1.78%	Reduced
3488	AIP Almanack Investment Partners Wayne, Pennsylvania	$1.93M	-$345K	3	0.54%	Reduced
3489	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$1.91M	-$275K	2	3.99%	Reduced
3490	EA Elm Advisors Burlingame, California	$1.91M	+$143K	4	1.34%	Increased
3491	HCIA Hochman Cole Investment Advisors Deerfield, Illinois	$1.91M	-$67.2K	4	1.14%	Reduced
3492	PP PDS Planning Dublin, Ohio	$1.9M	-$26.7K	4	1.48%	Reduced
3493	MGAM McGowan Group Asset Management Dallas, Texas	$1.89M	+$461K	4	0.3%	Increased
3494	ACM AUA Capital Management Camp Hill, Pennsylvania	$1.87M	$0	6	1.56%	Maintained
3495	CreativeOne Wealth Overland Park, Kansas	$1.86M	+$375K	2	0.49%	Increased
3496	GBA Garrison Bradford & Associates New York	$1.86M	+$118K	4	1.58%	Increased
3497	BCM BBT Capital Management Fort Worth, Texas	$1.86M	-$2.68M	5	2.33%	Reduced
3498	PEA Pacific Edge Advisors Corona Del Mar, California	$1.83M	+$104K	6	1.11%	Increased
3499	HFP Holistic Financial Partners Indianapolis, Indiana	$1.82M	+$909K	4	0.77%	Increased
3500	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$1.82M	$0	7	6.19%	Maintained